How to add a new contact using the mobile app (Android)
With our powerful mobile app, you can harness the benefits of OnePageCRM wherever you go. If you're on the road for individual client meetings or are at a conference meeting new leads you can use the OnePageCRM Mobile App to add your new contacts individually or bulk from your address book. The OnePageCRM mobile app is available to download for both Android and iOS.
Add a contact manually (Android)
1
Open the OnePageCRM mobile App → select the floating + sign found on the bottom right of your screen → select
Add contact manually.
2
Fill in your contact's details,
Status, add any relevant
Tags,
Lead source and
Owner to your contact → select the
check icon to the top right to save your contact. Note: You must have at least an
Organization name or the
Last name to save the contact.
3
After your contact is saved, you will be prompted to enter a
Next Action. This is the next task to be completed to move your contact closer to a sale. Enter your Next Action text and schedule it for a date in the future→ select the
check icon to the top right to save this action.
4
Your contact will then appear in your
Action Stream and will float to the top of the list when their action falls due.
Import individual contact from address book (Android)
1
Open the OnePageCRM mobile App → select the floating + sign found on the bottom right of your screen → select
Import from address book.
2
Select contact to import from the list of your contacts.
3
Fill out any additional contact details, add
Status, any relevant
Tags,
Lead source and
Owner to your contact → select the
check icon to the top right to save your contact.
Note: You must have at least an Organization name or a Last name to save the contact.
4
After your contact is saved, you will be prompted to enter a
Next Action. This is the next task to be completed to move your contact closer to a sale. Enter your
Next Action text and schedule it for a date in the future → select the
check icon to the top right to save this action.
5
Your contact will then appear in your
Action Stream and will float to the top of the list when their action falls due.
Import phone contacts in bulk (Android)
1
Open up the mobile app →
More → select
Import Phone Contacts.
2
Select
check
icon to the top right to continue.
Note: To select all contacts click
Select All.
3
Add
Status and
Owner, any relevant
Tags and
Next Action → select the
check icon to the top right to save.
Note: Any T
ag or
Next Action assigned will be assigned to all contacts imported.
4
Select
Show Me to view all contacts imported.
